Invoice first and then do a delivery

[mauricio_rodriguez4]

Hi Experts

For some process that we have, we need to do first and invoice and then a delivery for some customers. Which is the best way or flow to do it. Or maybe close a Delivery without a Delivery or a Return thats is the common flow and then do a manual invoice.

Regards

[arunml]

Hi Mauricio,

Usually the process will be

PO -> Delivery (GSR) -> Invoice (Here you can create invoice based on delivery reference)

PO -> Invoice -> (Now create a delivery) -> System will allocate delivery to invoice

At any given point in time, you can create supplier return after the Delivery is received. But if you want to create a credit memo with reference to return, there must be a supplier invoice exists.

Please let us know if you need more details.

Best Regards,
Arun

[mauricio_rodriguez4]

Hi Arun,

Thank you for your answer, but I need the process for sales

[arunml]

Hi Mauricio,

In a similar way you can do it for sales as well.

Sales order -> Outbound delivery -> Customer Invoice.

Sales Order -> Raise Customer Invoice -> Create outbound delivery.

In both the given ways, you can create customer return at any point in time.

Best Regards,
Arun

[Adie]

in sales order process, you can use proforma invoice to generate invoice before delivery.